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Sound Life Solutions Corp

(10)

Financial
Team
Expertise

“In the adventurous journey of financial planning, Kacie and her team have been our skilled navigators, charting our course with expertise and a keen eye on our financial well-being.”

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Michele Mannerow - Financial Advisor

(2)

“She helped us get things on track quickly and was real about our situation without being discouraging.”

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Engaged Financial

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IPC Investment Corporation - Betty Anne Knight

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Manulife Securities Brian Rawn

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Catapult Grey Bruce

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The 24 firms listed for Owen Sound, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Owen Sound, ON

6 of the 24 firms we list are based in Owen Sound; the other 18 serve Owen Sound from towns including Collingwood (57 km), Orangeville (97 km) and Meaford (27 km). 17 of the firms on this page have a rating, from 3.9 to 5.0 across 75 reviews; 12 are rated 4.5 or higher. 1 is open on Saturdays. 10 have ten or more years of experience, the longest 33 years. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 15 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Owen Sound take financial planning bookings online?

2 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Green Peak Securities

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Gardhouse Financial Counsel

(10)

Tax
Investments

“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”